Retirement Plan Peer Review & Technical Specialist

CPS Inc; Louisville (KY); Remote; USD 75,000 - 85,000; Full time

Job summary

Join a leading company as a Retirement Plan Peer Review & Technical Specialist, where you'll ensure retirement plans are compliant and accurate. With a focus on collaboration and continuous learning, this fully remote position offers a competitive salary and the chance to make a significant impact in the retirement planning industry.

Qualifications

• 5–7 years of experience in retirement plan administration or compliance review.
• Strong knowledge of ERISA, DOL regulations, and various plan types.
• Ability to work independently and manage multiple priorities.

Responsibilities

• Review plan valuations and ensure compliance with ERISA regulations.
• Provide expert consulting on ERISA compliance matters.
• Support maintenance and review of plan documents.

Skills

Analytical skills

Organizational skills

Communication skills

Proactive mindset

Team collaboration

Education

Bachelor’s degree in Business or related field

Tools

Microsoft Office

Pension Pal or similar CRM systems

FT Williams software

Job description

Retirement Plan Peer Review & Technical Specialist

*This position is 100% remote. The location was added to increase visibility on job boards*

https://www.cps4jobs.com/

Join Our Client’s Team as a Retirement Plan Peer Review & Technical Specialist

Are you passionate about retirement plan compliance and ready to make a meaningful impact? We’re looking for a knowledgeable and detail-oriented professional to join this company’s ERISA team as aRetirement Plan Peer Review and Technical Specialist. In this role, you’ll collaborate with Plan Administrators and other team members to ensure clients’ retirement plans are accurate, compliant, and aligned with their design.

What You’ll Do

• Review plan valuations and administrative projects for accuracy and compliance with ERISA regulations and plan design.
• Provide expert consulting and research on ERISA compliance matters for both internal teams and clients.
• Support the maintenance and review of plan documents, including amendments, restatements, and start-up plans.
• Respond to technical questions and provide guidance through our Quality Assurance inbox.
• Partner with Plan Administrators, Relationship Managers, and other departments to deliver training and ensure best practices.
• Stay ahead of legislative changes and help implement necessary compliance procedures.

Job Requirements

What We’re Looking For

• 5–7 or more years of experience in retirement plan administration or compliance review.
• Strong working knowledge ofERISA,DOLregulations, and plan types including 401(k), 403(b), 457, Cash Balance, Profit Sharing, and Money Purchase Plans.
• Provenability to work independently with a proactive mindset and a sense of urgency.
• Excellent analytical, organizational, and communication skills.
• A collaborative team player who thrives in a fast-paced environment and can manage multiple priorities.
• Proficiency in Microsoft Office (Excel, Word, Outlook).

Nice to Have

• Experience with Pension Pal or similarCRMsystems.
• Familiarity with FT Williams software (Form 5500, plan documents, compliance modules).
• Bachelor’s degree in Business or a related field.

Additional Information

Why Join This Company?

At this company, you’ll be part of a supportive and knowledgeable team that values integrity, collaboration, and continuous learning. We offer a dynamic work environment where your expertise will be appreciated and your contributions will help shape the future of clients’ retirement plans.

Salary Range:$75,000 - $85,000 plus annual bonus

Ready to take the next step in your career?
We’d love to hear from you! Apply today and help deliver exceptional service and compliance to valued clients.

Industry Expertise: Defined Contribution, Defined Benefit, 401(k), Qualified Plans, Non Qualified Plans, ESOP, Taft-Hartley,403(b), ERISA Compliance, Plan Administration, Conversions/Implementation, Wealth Management, Financial Advisors, Institutional Retirement Sales, Wholesaling

Types of Positions: Plan Administration, Conversions/Implementation, Compliance/ERISA, Client Relationship Manager, Education/Enroller, Sales/Wholesaling/DCIO, Wealth/Retirement Financial Advisor, Manager, Director, VP.

The best part of my job: I build and maintain long term relationships. When I help a candidate advance their career and help a client hire the right person, it's a great feeling.

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